$Intel(INTC.US) down another 2.4% to 110 while SK Hynix debuts +14% and NVDA hits new highs. that contrast is the whole story: the memory and AI leaders are eating, Intel is still the one getting left behind. 18A is the only thing that matters and it keeps slipping. i trimmed weeks ago and i'm not touching it until the turnaround shows up in actual numbers. dead money at best.
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